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Clearstead Trust’s Humana HUM Stock Holding History

Clearstead Trust’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Buy
+35
New +$9.96K ﹤0.01% 542
2026
Q1 		– Sell
-34
Closed -$8.71K – 1014
2025
Q4 		$8.71K Sell
34
-1
-3% -$262 ﹤0.01% 627
2025
Q3 		$9.11K Buy
35
+31
+775% +$8.15K ﹤0.01% 600
2025
Q2 		$978 Sell
4
-31
-89% -$7.73K ﹤0.01% 1169
2025
Q1 		$9.26K Buy
+35
New +$9.47K ﹤0.01% 486

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's HUM Position: Q2 2026 in Review

Clearstead Trust opened a new position in Humana (HUM) in Q2 2026: 35 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in HUM as recently as Q4 2025.

Clearstead Trust first reported a position in HUM in Q1 2025 and has held it in 5 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Clearstead Trust held 35 shares of Humana worth $13.9K as of Q2 2026.
  • Humana was a new Clearstead Trust position in Q2 2026.
  • Humana made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #542 holding.
  • Clearstead Trust first reported a position in Humana in Q1 2025 and has held it in 5 quarters since.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.